Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/23 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 36
- 較 2021 年第 1 季 +2
- 總值
- $1.55 億
- 較 2021 年第 1 季 +$1,434 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 130,786 | $2,914 萬 | 18.8% | +4,165+3.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 67,673 | $2,399 萬 | 15.4% | +845+1.3% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 93,312 | $1,831 萬 | 11.8% | +652+0.7% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 46,859 | $1,828 萬 | 11.8% | +538+1.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 56,912 | $1,529 萬 | 9.9% | +2,856+5.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 82,861 | $1,044 萬 | 6.7% | +2,066+2.6% | 加碼 | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 98,054 | $907.0 萬 | 5.8% | +6,274+6.8% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 101,076 | $513.7 萬 | 3.3% | +2,844+2.9% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 70,627 | $446.6 萬 | 2.9% | +1,522+2.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 26,509 | $357.7 萬 | 2.3% | +140+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 47,364 | $234.7 萬 | 1.5% | +10,630+28.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,994 | $199.2 萬 | 1.3% | 00.0% | 不變 | – |
| TPLTexas Pacific Land Corp | Stock | 1,085 | $173.6 萬 | 1.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 33,719 | $170.3 萬 | 1.1% | +232+0.7% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 32,815 | $164.8 萬 | 1.1% | +1,051+3.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,091 | $97.1 萬 | 0.6% | −9−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,953 | $83.6 萬 | 0.5% | +148+8.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,054 | $81.9 萬 | 0.5% | −35−1.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 699 | $47.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,848 | $45.5 萬 | 0.3% | +47+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 175 | $43.9 萬 | 0.3% | +5+2.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,605 | $40.5 萬 | 0.3% | +6+0.2% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,863 | $40.3 萬 | 0.3% | +67+1.8% | 加碼 | – |
| CTBICommunity Trust Bancorp Inc | COM | 9,440 | $38.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,505 | $36.1 萬 | 0.2% | +40+2.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,216 | $32.9 萬 | 0.2% | +81+7.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,233 | $29.5 萬 | 0.2% | +21+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 114 | $27.8 萬 | 0.2% | −4−3.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,629 | $26.8 萬 | 0.2% | −106−6.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 75 | $25.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,243 | $25.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 980 | $23.9 萬 | 0.2% | +40+4.3% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 6,529 | $22.3 萬 | 0.1% | +36+0.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | COM | 15,794 | $21.3 萬 | 0.1% | −59−0.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 262 | $21.0 萬 | 0.1% | +262 | 新進 | 歷史 |
| IZEAIZEA Worldwide, Inc. | COM | 10,200 | $2.60 萬 | <0.1% | +10,200 | 新進 | 歷史 |